THE DASHBOARD

The Dashboard is the first screen you'll see when you log into Sunago. The Dashboard gives you a quick snapshot of what's happening and one-click access to the most common tasks like adding or finding someone, building a report, or following up with recent contacts. Note the many features for ease of navigation - Tabs, Quick Tasks, Group Listing, and Power Tools.

We believe in ease of use, thus redundant navigational functionality. The "Find someone" is easily accessible an frequently used. New to Sunago, the Pulse area reports on both key statistics as well as organizationally defined Tracks/Processes. If you're an administrator, you'll also have access to tools that help you set up Sunago to work with your organization's workflow.

Key Features

• 1. Navigation – Tabs / Tasks / Power Tools
• 2. Group Types / Groups / Members
• 3. Find Window
• 4. Process
• 5. Analytics

ADMINISTRATION

Administration provides both a rich set of tools and flexibility. Each capability is straight forward and accommodates everything from organizational branding via "Manage Account" to the ability to create custom fields.

We don't believe in restricting organizations to a set number of predefined groups, roles, occupations, organization sites, family roles, service areas, member types, or sills & certifications.

Mature your solution to meet your growing needs.

POWERFUL REPORTING

Sunago has been built from the ground up with a rich set of reporting capabilities designed to provide you with insight into who your members are and what they're up to. Note the key areas for reporting-people, follow-ups, events and attendance, and volunteers.

In the people reporting area alone, one can generate reports on member types, group types, service areas, families, house churches, proximity to a location, type of user account, occupation, site (if you're with a multi-site organization), age, gender, birth date range, baptism, and any custom field. From there, you can merge and edit lists; e-mail the people it turns up; print address labels; or export the results to Excel. This decentralized capability enables staff to track missional activities in a number of ways.

Assembling a report to track people (volunteers, group members, people within a specific geographic location are intuitively assembled and extremely helpful. Below is the basic sample used for geographically finding people.

MEMBER & FAMILY INFORMATION

The Profile view gives your designated staff members access to information about your members and their families in one place.

Here, you'll find their photo and basic contact information, along with a list of Groups they're part of (organized by type), skills / certifications and service areas listed for volunteer tracking, pending follow-ups, special notes, and more. Stop for a minute, using Sunago Social, members maintain this information themselves. That is to say, they update their profile, family status, missional service areas, photo, and even join groups. This move to a socially distributed environment reduces administrative database maintenance and equips members as they now actively participate on a 24 by 7 basis. Using the convenient “Find someone" window is easy and often used by staff members via their smart phone.

Keeping track of families is a must. In a Family profile, you can add a photo, contact information that should be shared with the rest of the family (such as their home address) with separate details for each (such as mobile phone numbers or e-mail addresses). You can also assign a primary contact to ensure that communications are sent to only one family member - instead of mailing four letters to the same. Using Touch/Children’s check-in, your staff can track children’s church attendance.

PROCESS FLOW - TRACKS AND GOALS

Sunago's Tracks & Goals provides your staff with a flexible tool to create supporting organizational processes. Staff simply identify a track (membership, mentoring, house church sponsorship, children care,.. etc) and the supporting goals.

A example might be the “Fast Track to Community – 3 Steps: Interest, Support & Engaged in Community”.

This track and supporting goals are accessible by designates staff. You build these tracks and their supporting steps in support of key church processes. Sunago does not restrict you to specific Tracks.

ORGANIZING GROUPS

Groups in Sunago help you connect, serve, and lead. Community groups help your staff organize for specific administrative functions. They provide essential workspaces for the multitude of key supporting activities - staff meetings, financial planning, children's church, hospitality, fund raising, missional campaign planning/execution, and many others. Thanks to the internet, groups bridge both distance and time, offering community- the ability to stay connected and to share ideas and information.

In Sunago Community, groups are the primary building block for extending community, serving, and building relationships. Sunago's flexibility allows you to define the group types, member roles, and via security permit access to staff and volunteers who serve in various areas. In the both work and social frameworks groups play a key role in allowing people to better serve one another. We strongly encourage the expanded use of groups and do not limit the type or number. Customers find them indispensible in conducting day to day business. Many customers are now using the social framework to extend community, finding groups connect and multiply serving opportunities.

The sample image is a listing of church defined group types which also includes the number of groups and total members of this particular group type. Staff members having access can create group types and groups and in a number of ways add members to different groups. Users can also create a separate set of “Smart Groups” that automatically add members based on member information. One example would be to create a series of groups for children care and base the group on age – one, two, three, four, etc.

EVENTS & ATTENDANCE

Sunago helps you keep track of who's doing what in your community. You can set up events (one-time or repeating) and add members to them to tab up attendance data. Events can be published in community. Organizations use Sunago's Events to for members to sign-up for in any number of events, programs, or educational courses.

Events have been extended in Sunago Community to allow any member to schedule an informal event. If your organization uses Sunago Touch for touchscreen event check-in, this attendance data will also show up right in here, flowing in real-time.

MAPS & GEO TOOLS

Sunago's Maps and Geo Tools help you better understand who your community is and where they're at. This is especially helpful for strategic planning and community initiatives, such as in when deciding where to plan an upcoming event, start a group, or open a new office.

Use map/geo tools to find volunteers, matchup families for serving, or locate support networks like House Churches.

FOLLOW-UPS

In Sunago, Follow-Ups help you make sure that no one falls through the cracks. If a member or new contact fills out a contact card or otherwise gets in touch, you can quickly add a follow-up to make sure someone gets back with them quickly.

In this example, a church has set up initial visitor follow-ups.

You can see the detail follow-up information on the right side. Note the follow-up assigned to the staff member (me) and the additional follow-ups assigned to other staff or volunteers. An email is generated/sent to the staff member/volunteer assigned the specific follow-up task.

DATA PORTABILITY

This is our commitment to Data Portability: we firmly believe that any data you put into Sunago is yours and that you should have full access to it. Sunago gives you the ability to quickly export all data about Individuals and Families in CSV format for use with Excel or Microsoft Access, in addition to a full XML- and JSON-based secure data API that lets you add people to Sunago, view and update their information, or remove them.

You can also print mailing address labels in PDF format from any Group or Report.